Electronic Resources Cancellation Checklist

• Vendor. Save copy to eleres/cancellations folder
• Eleres blog (C.Turner)
• Usage statistics for packages or databases (N. Washburn)
• E-Reserves (if applicable)
• Selector, Liz and Ref-Liaisons list when resource is no longer available with note to remove from LibGuides, etc.

• Make calendar entry for when access will cease. Reference checklist in notes.
• Update DBList/Master Renewal List, noting cancellation date
• Put copy of vendor cancellation notice in paper file for databases or packages

• Change status of order record. Add note about date of cancellation.
• Cancel encumbrance if funds have NOT already been encumbered
• If we have perpetual access rights, create record (http://www.library.umass.edu/wikis/acp/doku.php?id=perpetual_access_procedures)
• Note selector credit (W:\Departmental_Folders\Acquisitions\FY(xx)_selector_credits.xls)

• If individual title (e-journal, database), suppress Bib record for e-journal and Bib and holdings record for database
• If package (e-book, e-journals, streaming), suppress master record and send collection name/code to Ron (?) for suppression of individual title records
• Print bib records of individual databases and give to Marcelle

• De-activate individual title or entire target, as appropriate, for e-journals and some e-books
• If de-activating target, also de-activate Service and objects within it

• Deselect aggregator databases. (E-journals will be de-activated through SFX holdings file load; e-books get links from our catalog)

• Remove from list

• delete stanza in configuration file, making sure it's not used for another resource or likely to be used in the future

— Primary Contact: Christine Turner 2009/05/20 14:25